Larson Financial Group LLC Northern Lts Fd Tr Iii Hcm Def Transaction History

Larson Financial Group LLC

$1.75 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$34.63 - $42.16 $242,410 - $295,120	-7,000 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$39.76 - $46.73 $278,320 - $327,110	7,000 New	7,000 $291,000

Others Institutions Holding LGH

# of Institutions

30

Shares Held

8.4M

Call Options Held

0

Put Options Held

0

Howard Capital Management Inc.

5.99M
Shares

$317 Million
4.27% of portfolio
Envestnet Asset Management Inc

500K
Shares

$26.5 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

423K
Shares

$22.4 Million
0.23% of portfolio
Cetera Investment Advisers Schaumburg, IL

379K
Shares

$20.1 Million
0.04% of portfolio
Cambridge Investment Research Advisors, Inc.

300K
Shares

$15.9 Million
0.05% of portfolio

About NORTHERN LTS FD TR III HCM DEF

Ticker LGH
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